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Segall Bryant & Hamill’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Segall Bryant & Hamill’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,377
Closed -$1.4M – 402
2023
Q3 		$1.4M Sell
15,377
-540
-3% -$51.6K 0.02% 429
2023
Q2 		$1.54M Sell
15,917
-35
-0.2% -$3.19K 0.02% 451
2023
Q1 		$1.45M Hold
15,952
– – 0.02% 458
2022
Q4 		$1.33M Buy
15,952
+400
+3% +$33.7K 0.01% 455
2022
Q3 		$1.22M Buy
15,552
+210
+1% +$18.1K 0.01% 476
2022
Q2 		$1.21M Sell
15,342
-400
-3% -$34.8K 0.01% 477
2022
Q1 		$1.58M Buy
+15,742
New +$1.57M 0.02% 471
2021
Q4 		– Sell
-15,846
Closed -$1.78M – 672
2021
Q3 		$1.78M Sell
15,846
-50
-0.3% -$5.75K 0.02% 473
2021
Q2 		$1.8M Hold
15,896
– – 0.02% 463
2021
Q1 		$1.62M Sell
15,896
-50
-0.3% -$5.23K 0.02% 492
2020
Q4 		$1.64M Sell
15,946
-296
-2% -$28.2K 0.02% 436
2020
Q3 		$1.41M Hold
16,242
– – 0.02% 427
2020
Q2 		$1.28M Buy
16,242
+1,152
+8% +$83.6K 0.02% 395
2020
Q1 		$918K Hold
15,090
– – 0.02% 460
2019
Q4 		$1.15M Hold
15,090
– – 0.02% 494
2019
Q3 		$1.06M Hold
15,090
– – 0.02% 508
2019
Q2 		$1.08M Hold
15,090
– – 0.02% 513
2019
Q1 		$1.02M Hold
15,090
– – 0.02% 528
2018
Q4 		$858K Hold
15,090
– – 0.01% 545
2018
Q3 		$1.02M Hold
15,090
– – 0.02% 547
2018
Q2 		$956K Buy
+15,090
New +$950K 0.01% 547
2017
Q1 		– Sell
-28,490
Closed -$1.39M – 554
2016
Q4 		$1.39M Buy
+28,490
New +$1.37M 0.03% 322

Other funds holding IWP

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Segall Bryant & Hamill's IWP Position: Q4 2023 in Review

Segall Bryant & Hamill sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2023, closing a stake of 15,377 shares — an estimated $1.4M sold.

Segall Bryant & Hamill first reported a position in IWP in Q4 2016 and held it in 22 quarters. The position peaked at $1.8M in Q2 2021. 1,016 funds tracked by Wall St. Rank hold IWP as of Q4 2023.

  • Segall Bryant & Hamill reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Segall Bryant & Hamill sold 15,377 iShares Russell Mid-Cap Growth ETF shares in Q4 2023, an estimated $1.4M.
  • Segall Bryant & Hamill first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and held it in 22 quarters.
  • Segall Bryant & Hamill's iShares Russell Mid-Cap Growth ETF position peaked at $1.8M in Q2 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2023.

Based on Segall Bryant & Hamill's 13F filing for Q4 2023, filed 14 Feb 2024.